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AstraZeneca

949 hedge funds and large institutions have $29.4B invested in AstraZeneca in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 269 increasing their positions, 325 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 87

40% more call options, than puts

Call options by funds: $713M | Put options by funds: $509M

5% more funds holding

Funds holding: 905949 (+44)

0.41% less ownership

Funds ownership: 16.68%16.27% (-0.41%)

5% less capital invested

Capital invested by funds: $31.1B → $29.4B (-$1.7B)

17% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 325

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
949
Holders Change
+44
Holders Change %
+4.86%
% of All Funds
14.6%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.2%
New
149
Increased
269
Reduced
325
Closed
87
Calls
$713M
Puts
$509M
Net Calls
+$204M
Net Calls Change
-$95.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
476
Flow Traders U.S.
New York
$542K +$547K +4,650 New
1IA
477
1620 Investment Advisors
Massachusetts
$535K +$541K +4,596 New
JC
478
JB Capital
Connecticut
$525K +$4.47K +38 +0.9%
TBA
479
Tower Bridge Advisors
Pennsylvania
$524K -$24.9K -212 -5%
FHA
480
Flagship Harbor Advisors
Massachusetts
$523K +$49.3K +419 +10%
HBT
481
Hills Bank & Trust
Iowa
$522K -$3.65K -31 -0.7%
GWM
482
GDS Wealth Management
Texas
$520K +$525K +4,466 New
KFI
483
Key Financial Inc
Pennsylvania
$519K
GAM
484
Garrison Asset Management
Arkansas
$518K +$2.12K +18 +0.4%
DY
485
Dowling & Yahnke
California
$516K
SIA
486
Schechter Investment Advisors
Michigan
$510K +$515K +4,381 New
WT
487
Whittier Trust
California
$508K +$36.7K +312 +8%
V
488
Veritable
Delaware
$504K -$15.2K -129 -3%
CL
489
COWA LLC
Oklahoma
$502K +$5.88K +50 +1%
PCA
490
Personal Capital Advisors
California
$500K +$67.1K +570 +15%
WI
491
Wintrust Investments
Illinois
$500K +$505K +4,293 New
BWP
492
BSW Wealth Partners
Colorado
$499K +$42.5K +361 +9%
BCA
493
Bray Capital Advisors
Florida
$495K
EWA
494
EP Wealth Advisors
California
$494K -$30.1K -256 -6%
CG
495
Cutler Group
California
$492K -$166K -1,414 -25%
BAM
496
Belpointe Asset Management
Nevada
$491K -$266K -2,257 -35%
CIAS
497
Capital Investment Advisory Services
North Carolina
$490K -$16.7K -142 -3%
ACS
498
Archford Capital Strategies
Illinois
$489K -$17.9K -152 -3%
CRC
499
Curi RMB Capital
Illinois
$482K +$160K +1,364 +49%
RCM
500
RB Capital Management
Nevada
$479K +$4.94K +42 +1%

AZN Hedge Fund Activity: Q4 2021 in Review

949 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2021, worth a combined $29.4B — down 5.5% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new AZN positions and 87 closed out — a net gain of 62 holders — while 269 added to existing stakes and 325 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $442M. The largest seller was Wellington Management Group, cutting an estimated $355M.

  • 949 institutional investors held AstraZeneca (AZN) as of Q4 2021, up from 905 in Q3 2021.
  • Funds reported $29.4B of AstraZeneca stock for Q4 2021, down 5.5% quarter-over-quarter.
  • 149 funds opened new AstraZeneca positions in Q4 2021 and 87 closed out, a net change of +62 holders.
  • The largest AstraZeneca buyer in Q4 2021 was T. Rowe Price Associates, an estimated $442M added.
  • The largest AstraZeneca seller in Q4 2021 was Wellington Management Group, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2021.